Monday, April 29

9:45 AM to 11:00 AM
Super Session #1: - Spotlight on Fiduciary: Consultant and Advisor Fiduciary Standards and Trends under ERISA and Securities Laws (A Panel Presentation and Discussion)
Phyllis C. Borzi,

JD
U.S. Department of Labor

Moderator: Duane Thompson, AIFA®, Potomac Securities, LLC
Panelists:...

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9:45 AM to 11:00 AM
Super Session #2 & 5: Balancing Opportunities in Emerging Markets
John H Carlson,

CFA®
Fidelity Investments
Brian Drainville,

CFA®
Fidelity Investments

What comes to mind when you hear the term "emerging markets"? Economic growth? High risk? High return? Any of these...

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9:45 AM to 11:00 AM
Super Session #3:Commodity Futures as an Asset Class
K. Geert Rouwenhorst,

PhD
Yale School of Management

Commodity futures is an asset class that is distinct from traditional assets. What are the fundamental drivers of risk and...

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11:30 AM to 12:45 PM
Super Sessions, Round 2 (Repeat of Round 1 with the exception of Super Session #6)
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11:30 AM to 12:45 PM
Super Session #4: Institutional Consulting, an Evolution in Best Practices: Leading Your Investment Committee to Making Better Decisions
James LaFleur,

CIMA®
Mercer
Kevin Sánchez,

CIMA®, CPWA®, CFP®, MBA
UBS Institutional Consulting
Margaret M. Towle,

PhD, CPWA®
HighTower Advisors
Scott G. Thayer,

CIMA®
Graystone Consulting at Morgan Stanley Smith Barney

The institutional consulting business has evolved considerably over the past five years. Consulting has progressed from...

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11:30 AM to 12:45 PM
Super Session #6: A Primer on High-Frequency Trading
Yacine Ait-Sahalia,

PhD
Bendheim Center for Finance, Princeton University

High-frequency traders (HFTs) compete primarily on speed or latency, including vying for computer locations that are...

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3:15 PM to 4:30 PM
Super Session # 7 & 10: Has the Promise of Alternatives Been Fulfilled? (A Panel Presentation and Discussion)
Christopher C. Geczy, PhD
The Wharton School, University of Pennsylvania
Bob Rice
Tangent Capital Partners

Moderator:
Christopher Geczy, PhD, The Wharton School, University of Pennsylvania

...

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3:15 PM to 4:30 PM
Super Session #8 & 11: Barron’s Panel: The Journey to Success
Sterling Shea

This panel offers a unique opportunity to learn from some of the industry’s top advisors about the road they took to achieve...

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3:15 PM to 4:30 PM
Super Session #9 &12: Philanthropy: Why It Should Be Part of Your Business
William L. Sutton Jr. ,

JD
UBS Financial Services, Inc.

Philanthropy is big business—almost $300 billion is donated to charity annually; private foundations, donor-advised funds, and...

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4:45 PM to 6:00 PM
Super Sessions, Round 4 (Repeat of Round 3)
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